Client Services Associate

Citi • New York, NY

1d • $61,280 - $85,520

About The Position

The Client Services Associate is a developing professional role that identifies policy and applies specialty knowledge to monitor and assess processes and data. The role integrates established disciplinary knowledge in its specialty area with a basic understanding of related industry practices, and develops working knowledge of industry practices and standards. The associate understands how the team interacts with others to accomplish area objectives and communicates information concisely and logically while remaining sensitive to audience diversity. The role has a limited but direct impact on the business through the quality of its tasks and services, with impact restricted to the associate’s own team.

Requirements

• 0–2 years of relevant experience.
• Strong organizational skills and the ability to manage multiple concurrent deadlines and time effectively.
• Strong communication skills.
• Proficiency in the Microsoft Office Suite.
• Bachelor’s/University degree or equivalent experience.

Responsibilities

• Demonstrate high proficiency in Capital Markets, Bloomberg, Reuters, and Microsoft Office.
• Monitor money managers’ performance and update it monthly.
• Provide high-level support to Securities Specialists, including client market updates, new account openings and modifications, documentation approvals, wire transfers, journals, stock transfers, account maintenance, capital call notices, fixed-income maturities, settled free cash, reorganization notices, performance reporting, and Executive Financial Services requests.
• Build and maintain relationships with the client base and become familiar with target clients for various investment products and offerings.
• Manage high call volume, screen and prioritize phone calls, and take initiative in responding to client inquiries.
• Depending on the business model, liaise with the Private Banking Universe, including Private Bankers, RO’s, Investment Counselors, and Securities Specialists, and/or the Wealth Team, including Advisors, Relationship Managers, and Investment Counselors.
• Assess risk appropriately in business decisions, protect the firm’s reputation and the assets of Citi and its clients, comply with applicable laws, rules, regulations, and policies, exercise sound ethical judgment, and transparently escalate, manage, and report control issues.

Benefits

• Medical, dental, and vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including vacation, sick leave, and paid holidays
• Eligible employees may receive discretionary and formulaic incentive and retention awards

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level